CUSIP 092528876ISHARES TOTAL REBRTRQ4 2025
Aggregate 13F value by quarter
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55 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 3.23M | $164.15M | +3.02M | Added |
| 2 | Sagespring Wealth Partners, LLC | 2.35M | $119.44M | +2.35M | New |
| 3 | Openarc Corporate Advisory, LLC | 1.32M | $67.01M | +1.32M | New Position |
| 4 | Dynasty Wealth Management, LLC | 1.18M | $59.84M |
| +1.18M |
| New |
| 5 | Bank Of America Corp /De/ | 655.2K | $33.27M | +130.1K | Added |
| 6 | Weil Company, Inc. | 634.4K | $32.21M | −22.2K | Reduced |
| 7 | Pinnacle Financial Partners, Inc. | 458.5K | $23.28M | +458.5K | New Position |
| 8 | Centerline Wealth Advisors, LLC | 281.5K | $14.29M | +281.5K | New |
| 9 | Cfs Investment Advisory Services, LLC | 280.4K | $14.24M | +6.3K | Added |
| 10 | Forthright Family Wealth Advisory LLC | 255.7K | $12.98M | +4.7K | Added |
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